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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,446 | $175,212-43.8% | $149,682-34.2% | $139,427-29.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.78% | 166.63%-145.9pp | 134.35%-113.6pp | 373.27%-352.5pp |
| Employer contribution / active EE | $0 | $5,475-100.0% | $4,818-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $13,697 | $6,520+110.1% | $5,681+141.1% | $6,711+104.1% |
| Admin fee / account holder | $519 | $16,150-96.8% | $13,210-96.1% | $11,404-95.4% |